Policy

Significant Investor Visa Compliant Fund List - FSC Members

SIGNIFICANT INVESTOR VISA (SIV) COMPLIANT FUND LIST

This fund list contains the names of FSC Member Organisations that offer or intend to offer SIV Compliant Funds. The list can be used as a resource for potential investors to contact these organisations to discuss potential investments under the SIV framework. FSC does not guarantee that every fund on this list is currently compliant or will remain compliant and FSC does not make any representation in relation to the complying status of such funds.

The “SIV Compliant Funds” named on this page were considered to be funds which were compliant with Legislative Instrument IMMI 15/100: Complying Investments of 25 June 2015, made pursuant to regulation 5.19C of the Migration Regulations 1994, outlined in Austrade’s Significant Investor Visa Complying Investment Framework. Alternatively, organisations have been named who have advised us that they intend to provide a compliant fund over the next 12 months.

None of Austrade, FSC or the product issuers, is under any obligation to notify you of any changes to a product’s SIV complying status and you should confirm with the relevant product issuers that their products listed herein remain SIV compliant, before taking any action.  Neither Austrade nor FSC were involved in the assessment of these funds against the SIV Complying Investment Framework, and their inclusion on this webpage is in no way an endorsement of any of the funds; whether as to complying status or of any other matter.

This webpage contains general advice only and is information provided for reference purposes. In preparing this webpage neither FSC, Austrade nor any of the product issuers named took into account the investment objectives, financial situation and particular needs of any particular person. Accordingly, before acting on any advice or information contained on this page, you should make your own enquiries, contact your professional adviser and/or assess whether the products are appropriate in light of your own circumstances. 

Name of organisation

Key contact

Potential Compliant funds

Aberdeen Asset Management Limited

Lee Cavanagh

Ph: +61 2 9550 2820

Balancing investment

  • Aberdeen Australian Equities Fund (ARSN 087 868 264)
  • Aberdeen Ex-20 Australian Equities Fund  (ARSN 088 905 426)

Australia Unity Investments

Theone Star

Ph: (02) 9256 8770

M: 0423 028 208

Emerging companies investment

  • Acorn Capital Microcap Fund

Venture capital

  • Acorn Capital Private Opportunities Fund

Balancing investment

  • Australian Unity Diversified Property Fund

BT Investment Management

Sarah Hegarty

Ph: +612 9220 2068

E: siv@btim.com.au

Balancing investment

  • BT Stable Income Generator (for investors under the new and previous framework)
  • BT SIV State Bond Fund (previous framework only)
  • BT SIV Government Bond Fund (previous framework only)

Challenger Retirement and Investment Services Limited (Challenger)

Challenger Investor Services team

Ph: 13 35 66 or  +61 2 9994 7000 (if calling from outside Australia), E: info@challenger.com.au

Balancing investment

  • Challenger Guaranteed Income Fund

Emerging companies investment

  • NovaPort Microcap Fund

Colonial First State

Laird Abernethy

Ph: 0420 806 118

Emerging companies

  • Colonial First State Wholesale Developing Companies

Balancing investments

  • Colonial First State Wholesale Concentrated Australian Share
  • Colonial First State Wholesale Equity Income
  • Colonial First State Wholesale Indexed Australian Share
  • Colonial First State Wholesale Indexed Property Securities
  • Colonial First State Wholesale Property Securities
  • Acadian Wholesale Australian Equity
  • Acadian Wholesale Australian Equity Long Short

Legg Mason Asset Management Australia Limited

John Besley, Client Service Manager,

Ph: (03) 9017 8616

E: jbesley@leggmason.com

Balancing investment and emerging companies investment

  • Legg Mason Martin Currie Equity Incom e Trust
  • Legg Mason Martin Currie Real Income Fund
  • Legg Mason Martin Currie Core Equity Trust
  • Legg Mason Martin Currie Microcap Equity Trust
  • Legg Mason Martin Currie Small Company Trust
  • Legg Mason Martin Currie Value Equity Trust
  • Legg Mason Martin Currie Property Securities Trust

Macquarie Group Limited

Alex Marshall

Associate Director

Ph: +61 2 8237 3773

M: +61 402 021 422

E: alex.marshall@macquarie.com

Balancing investment

  • Macquarie Annuity SIV Fund

Emerging companies investment 

  • Macquarie Australian MicroCap SIV Fund

Schroder Investment Management Australia Limited

Ray Macken

Ph: + 61 2 9210 9200

E: ray.macken@schroders.com

Emerging companies investment

  • Schroder Microcap Fund

UBS Asset Management (Australia) Ltd

Vasco Gil

Director, Product Manager

Ph: +61 2 9324 2197

E: vasco.gil@ubs.com

Emerging companies investment

  • UBS Australian Small Companies SIV Fund

Yarra Capital Management **

Key contact:
Investor Services Team
Ph: 1800 034 494
Outside Australia: (61 3) 9002 1980
E: ist@yarracm.com
 
Balancing investments
  • Yarra Australian Equities Fund
  • Yarra Premier Australian Equities Fund
  • Yarra Emerging Leaders Fund
  • Yarra Australian Equities Pension & Charities Fund

** Note: Effective 14 January 2017, the Responsible Entity, Goldman Sachs Australia Managed Funds Limited (ABN 63 005 885 567, AFSL 230 251), was sold and rebranded - to be known as Yarra Funds Management Limited


Premium Investor Visa Compliant Fund List 

Name of organisation

Key contact

Type of compliant fund/s

Challenger Life

Challenger Investor Services team

Ph: 13 35 66 or  +61 2 9994 7000 (if calling from outside Australia)

E: info@challenger.com.au

  • Challenger Guaranteed Annuity
  • Immediate annuity product issued by Challenger Life.

BT Investment Management

Sarah Hegarty

Ph: +612 9220 2068

E: siv@btim.com.au

  • BT SIV Government Bond Fund

 
To download this list click here..

 

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